Edward Jones
43yrs
Top advisor by experience in Exeter
34yrs
Peter Willcox
Full name on record: Peter Wright Willcox Jr.
Financial advisor at Affinity Investment Group
Peter Willcox has worked in the financial industry for 34 years and is a fiduciary financial advisor based in Exeter, New Hampshire. Peter joined Affinity Investment Group in 2011, a firm offering financial planning and investment management. Peter holds the CFP® designation.
One of 42 advisors with offices in Exeter, and one of 39 fiduciaries.
At a glance
Experience34 years (since 1993)
How that compares ?Top 9% by experience in New Hampshire
Office18 Hampton Road Unit 7, Exeter, NH 03833
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$1.21 million
Advisors at the firm4
States licensed ?1 state
Services through Affinity Investment Group
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2011 – nowAffinity Investment Group, LLCCurrent firm
Contact Peter
(603) 778-6436Affinity Investment Group main office 18 Hampton Road Unit 7Exeter, NH 03833Office · Get directions Facebook pageAffinity Investment Group
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Questions to ask Peter
Tailored to Peter’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Peter
How do I contact Peter?
Call Affinity Investment Group at (603) 778-6436 and ask for Peter Willcox. Peter works from the Exeter, NH office.
How long has Peter been a financial advisor?
Peter has been in the industry since 1993, about 34 years. Top 9% by experience in New Hampshire.
What licenses does Peter hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Peter a fiduciary?
Peter is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Peter paid?
Affinity Investment Group reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Peter for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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